NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

68 hedge funds and large institutions have $208M invested in NexPoint Diversified Real Estate Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 17 closing their positions.

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
15
Increased
16
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
1
EJF Capital
Virginia
$7.1M
2
NFG
2
Nations Financial Group
Iowa
$4.57M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$28.3M
4
WS
4
Wedbush Securities
California
$4.16M
5
Bank of America
5
Bank of America
North Carolina
$7.23M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Wells Fargo
2
Wells Fargo
California
$1.19M
3
KPWS
3
Kestra Private Wealth Services
Texas
$1.41M
4
RCM
4
Rivernorth Capital Management
Florida
$16.9M
5
CP
5
Camelot Portfolios
Ohio
$7.3M
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$1.41M 88,868 -190,075 -68%
BI
27
Bulldog Investors
New Jersey
$1.35M 85,536 +85,536 New
GC
28
Guggenheim Capital
Illinois
$1.26M 79,395 +7,074 +10%
Wells Fargo
29
Wells Fargo
California
$1.19M 75,426 -277,406 -79%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.18M 74,806 -1,953 -3%
SFG
31
Sovereign Financial Group
Connecticut
$1.15M 72,452 +11,372 +19%
SCA
32
SMH Capital Advisors
Texas
$933K 58,981 +273 +0.5%
MIG
33
Mariner Investment Group
New York
$842K 53,249 -22,493 -30%
RGF
34
Retirement Guys Formula
Ohio
$720K 45,516 -11,817 -21%
Millennium Management
35
Millennium Management
New York
$704K 44,480 +26,980 +154%
FFA
36
First Foundation Advisors
California
$651K 41,131 – –
CIA
37
Capital Investment Advisors
Georgia
$614K 38,781 -1,090 -3%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$583K 36,828 +200 +0.5%
CCA
39
Catalyst Capital Advisors
New York
$446K 28,217 – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$380K 24,000 +2,711 +13%
Truist Financial
41
Truist Financial
North Carolina
$354K 22,343 -3,305 -13%
AAM
42
Advisors Asset Management
Colorado
$347K 21,945 -6,540 -23%
CFIA
43
Cantor Fitzgerald Investment Advisors
New York
$318K 20,112 -28,488 -59%
SPIA
44
Steward Partners Investment Advisory
New York
$308K 19,462 -14,970 -43%
PM
45
Precept Management
Texas
$295K 18,652 – –
LPL Financial
46
LPL Financial
California
$289K 18,296 -7,684 -30%
GRP
47
Global Retirement Partners
California
$232K 15,491 +15,491 New
CAM
48
Concorde Asset Management
Michigan
$206K 13,050 +2,000 +18%
AC
49
Aristides Capital
Kentucky
$205K 12,940 +12,940 New
MC
50
Moors & Cabot
Massachusetts
$190K 12,000 – –
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